JW
Jillianne Wilkinson
STONEX ADVISORS
CHEYENNE, WY
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CRD#: 4034546
JW
Professional summary
Jillianne Wilkinson is a registered financial advisor currently at STONEX ADVISORS INC. located in Cheyenne, Wyoming and STONEX SECURITIES INC. located in Cheyenne, Wyoming.
Jillianne is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Jillianne has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. **BUFFALO SHIELD FINANCIAL PLANNING - DBA 236 MANWEAL DRIVE CHEYENNE WY. 82009- YES INVESTMENT RELATED NATURE OF BUSINESS; DBA OWNER, -START DATE 02/2012 HOURS PER MONTH N/A just DBA 2)SYNERGY INSURANCE GROUP, INC. NOT INVESTMENT RELATED- 2622 DALE EARNHARDT BLVD. KANNAPOLIS, NC. 28083 - NATURE OF BUSINESS IS INSURANCE- POSITION IS INSURANCE AGENT-START DATE IS 2003- APPX HOURS PER MONTH DURING SEC TRADING HOURS IS 2- DESCRIPTION OF DUTIES IS INSURANCE SALES. 3) Medicine Wheel Acupuncture 236 Manewal Drive, Cheyenne, WY 82009 Non-Investment related Volunteer Admin help after hours Friend owns clinic where I rent office space in, would like to help after hours with filing, taking voice messages and returning patient's phone calls 09/01/2014 8-9 hours spent per month and no hours during market hours 4) Instructor for Federal Retirement Benefits classes 236 Manewal Drive, Cheyenne, WY 82009 Hired by WY National Air and Army Guard, as well as some other Federal Agencies in the Cheyenne area, to instruct Federal Employee Retirement Benefits classes. Non-investment related Instructor 01/01/2008 Teach two 6.5-hour retirement benefits classes each year to local federal employees One hour spent on this OBA monthly, with one during market hours. 5) RTS Enterprises, LLC 1611 37th St Evans, CO 80620 Nature of Business: RTS Enterprises is an LLC formed to support the 2 buildings used by RTS member's martial arts school. Investment Related: Non-Investment Related Title: Deputy Manager Secretary Treasurer Duties: I own a minor share of RTS Enterprises, LLC. I am officially the Deputy Manager and Secretary Treasurer. Minor Secretarial help on the weekends. I do some bill paying and I transmit accounting information to the tax accountant for tax returns. I make a few calls to coordinate property maintenance throughout the year. Start Date: 01/01/2020 Hours Devoted to Business: 2 hours Hours Devoted to Business during Market Hours: 1 hour
CRS (Client Relationship Summary) - RIA
Click below to view Jillianne Wilkinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 1, 2017 - Present
STONEX ADVISORS INC.
Office #2: 236 Manewal Drive, Cheyenne, WY 82009RIA
CRD#: 174182
CHEYENNE, WY
Current
February 27, 2012 - Present
STONEX SECURITIES INC.
Office #1: 236 Manewal Drive, Cheyenne, WY 82009BD
CRD#: 18456
Cheyenne, WY
Past
July 6, 2017 - October 26, 2017
BTS ASSET MANAGEMENT, INC.
RIA
CRD#: 105215
Cheyenne, WY
Past
April 26, 2012 - November 21, 2017
SYNERGY INVESTMENT GROUP, LLC
RIA
CRD#: 46035
CHEYENNE, WY
Past
February 17, 2005 - March 7, 2012
SYNERGY INVESTMENT GROUP, LLC
RIA
CRD#: 46035
CHEYENNE, WY
Past
July 1, 2004 - March 7, 2012
SYNERGY INVESTMENT GROUP, LLC
BD
CRD#: 46035
CHEYENNE, WY
Past
November 25, 2003 - July 12, 2004
MAIN STREET ADVISORS, LLC
RIA
CRD#: 116303
FORT COLLINS, CO
Past
February 20, 2002 - July 1, 2004
MAIN STREET SECURITIES, LLC
BD
CRD#: 47127
HAYS, KS
Past
October 19, 1999 - February 19, 2002
EXCALIBUR FINANCIAL GROUP, INC.
BD
CRD#: 16355
FORT COLLINS, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STONEX ADVISORS INC.
ABERDEEN FINANCIAL GROUP | WOYTOWICH WISLOSKI INVESTMENT GROUP | WOODEN INVESTMENTS | WILLOWBY ADVISORS | WEALTH MANAGEMENT SOLUTIONS | WAINWRIGHT LAVENTIS | WAHFELD WEALTH MANAGEMENT GROUP | TEWKSBURY FINANCIAL LLC | SYNERGY WEALTH MANAGEMENT | STURM FINANCIAL SERVICES | STREET FINANICAL SERVICES | STRATEGIC FINANCIAL GROUP | STORMS AND ROWDON WEALTH MANAGEMENT | STONEX WEALTH MANAGEMENT | STONEX ADVISORS INC. | STONE FINANCIAL GROUP, LLC | STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | SPARGER INVESTMENTS | SMART MONEY STRATEGIES, INC. | SA STONE INVESTMENT ADVISORS INC. | RON COITE & ASSOCIATES | ROBERTS WEALTH MANAGEMENT | RKB INVESTMENTS | RIVER FINANCIAL SERVICES | RICHMOND FINANCIAL LLC | REGENCY FINANICAL GROUP, LLC | REDSTONE FINANCIAL ADVISORS | QUARRY LAKES FINANCIAL GROUP | PARTNERS FINANCIAL GROUP, LLC | ONE SOURCE FINANCIAL GROUP | OLDE HICKORY FINANCIAL SERVICES, LLC | OAK CREST FINANCIAL PARTNERS LLC | NUFRIO WEALTH MANAGEMENT | NEBEL FINANCIAL | MORRIS, SMITH & HAYDEN WEALTH MANAGEMENT | MAX WEALTH MANAGEMENT | MANAGED LEGACY WEALTH COUNSEL | LIFESCOPE PLANNING AND INVESTMENT SERVICES | LEGACY INVESTMENT PLANNING | LANNIGAN SECURITIES | LANEY FINANCIAL | LANCE HOCUTT FINANCIAL GROUP | LAKE NORMAN ADVISORS LLC | KPJ FINANCIAL SERVICES | KEVIN DICK ASSET MANAGEMENT CO | KENNARD FINANCIAL SERVICES | KEITH FORD AND ASSOCIATES | KAIROS FINANCIAL MANAGEMENT | INVESTMENT SECURITIES GROUP, INC. | INTEGRARISK CORP | IM WEALTH PARTNERS | HOVANIC WEALTH SOLUTIONS | HLM FINANCIAL SERVICES, INC. | HIZNAY & ASSOCIATES | HENRY WEALTH MANAGEMENT | HENDERSON FINANCIAL SERVICES | HEADWATER ASSET MANAGEMENT, LLC | GUARDIAN WEALTH FINANCIAL | GRUDZINSKI FINANCIAL SERVICES | GRANDVIEW WEALTH ADVISORS | GEORGE STRATEGIC WEALTH | ELLEDGE, BAIN, SIDES, LLC | EAGLE CREEK WEALTH MANAGEMENT, LLC | DON LEDFORD ASSOCIATES, LLC | DILWORTH FINANCIAL SERVICES | DCP ASSET MANAGEMENT, LLC | CWT FINANCIAL | CRESS WEALTH STRATEGIES | COX FINANCIAL CORPORATION | CORLEY WEALTH MANAGEMENT | CONSERVATIVE CONCEPTS, INC. | COMPASS WEALTH MANAGEMENT, LLC | CHAD J. KARL | BUSSEY CAPITAL MANAGEMENT, LLC | BURLESON DAWKINS INC. | BARNEGAT FINANCIAL | BARKO FINANCIAL | AFFILIATED FINANCIAL PLANNERS, LLC
CRD#: 174182 / SEC#: 801-80747
RIA
Registered Investment Advisory firm - (12/17/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(2/27/2012)
RR
Colorado(2/27/2012)
RR
Florida(2/27/2012)
RR
Illinois(2/27/2012)
RR
Montana(9/5/2023)
RR
Nebraska(2/27/2012)
RR
New Mexico(5/13/2021)
RR
Texas(9/27/2021)
RR
Washington(2/27/2012)
RR
Wyoming(2/27/2012)
IAR
Wyoming(8/14/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
SA
STONEX ADVISORS INC.
ABERDEEN FINANCIAL GROUP | WOYTOWICH WISLOSKI INVESTMENT GROUP | WOODEN INVESTMENTS | WILLOWBY ADVISORS | WEALTH MANAGEMENT SOLUTIONS | WAINWRIGHT LAVENTIS | WAHFELD WEALTH MANAGEMENT GROUP | TEWKSBURY FINANCIAL LLC | SYNERGY WEALTH MANAGEMENT | STURM FINANCIAL SERVICES | STREET FINANICAL SERVICES | STRATEGIC FINANCIAL GROUP | STORMS AND ROWDON WEALTH MANAGEMENT | STONEX WEALTH MANAGEMENT | STONEX ADVISORS INC. | STONE FINANCIAL GROUP, LLC | STERNE AGEE INVESTMENT ADVISOR SERVICES, INC. | SPARGER INVESTMENTS | SMART MONEY STRATEGIES, INC. | SA STONE INVESTMENT ADVISORS INC. | RON COITE & ASSOCIATES | ROBERTS WEALTH MANAGEMENT | RKB INVESTMENTS | RIVER FINANCIAL SERVICES | RICHMOND FINANCIAL LLC | REGENCY FINANICAL GROUP, LLC | REDSTONE FINANCIAL ADVISORS | QUARRY LAKES FINANCIAL GROUP | PARTNERS FINANCIAL GROUP, LLC | ONE SOURCE FINANCIAL GROUP | OLDE HICKORY FINANCIAL SERVICES, LLC | OAK CREST FINANCIAL PARTNERS LLC | NUFRIO WEALTH MANAGEMENT | NEBEL FINANCIAL | MORRIS, SMITH & HAYDEN WEALTH MANAGEMENT | MAX WEALTH MANAGEMENT | MANAGED LEGACY WEALTH COUNSEL | LIFESCOPE PLANNING AND INVESTMENT SERVICES | LEGACY INVESTMENT PLANNING | LANNIGAN SECURITIES | LANEY FINANCIAL | LANCE HOCUTT FINANCIAL GROUP | LAKE NORMAN ADVISORS LLC | KPJ FINANCIAL SERVICES | KEVIN DICK ASSET MANAGEMENT CO | KENNARD FINANCIAL SERVICES | KEITH FORD AND ASSOCIATES | KAIROS FINANCIAL MANAGEMENT | INVESTMENT SECURITIES GROUP, INC. | INTEGRARISK CORP | IM WEALTH PARTNERS | HOVANIC WEALTH SOLUTIONS | HLM FINANCIAL SERVICES, INC. | HIZNAY & ASSOCIATES | HENRY WEALTH MANAGEMENT | HENDERSON FINANCIAL SERVICES | HEADWATER ASSET MANAGEMENT, LLC | GUARDIAN WEALTH FINANCIAL | GRUDZINSKI FINANCIAL SERVICES | GRANDVIEW WEALTH ADVISORS | GEORGE STRATEGIC WEALTH | ELLEDGE, BAIN, SIDES, LLC | EAGLE CREEK WEALTH MANAGEMENT, LLC | DON LEDFORD ASSOCIATES, LLC | DILWORTH FINANCIAL SERVICES | DCP ASSET MANAGEMENT, LLC | CWT FINANCIAL | CRESS WEALTH STRATEGIES | COX FINANCIAL CORPORATION | CORLEY WEALTH MANAGEMENT | CONSERVATIVE CONCEPTS, INC. | COMPASS WEALTH MANAGEMENT, LLC | CHAD J. KARL | BUSSEY CAPITAL MANAGEMENT, LLC | BURLESON DAWKINS INC. | BARNEGAT FINANCIAL | BARKO FINANCIAL | AFFILIATED FINANCIAL PLANNERS, LLC
CRD#: 174182 / SEC#: 801-80747
RIA
Registered Investment Advisory firm - (12/17/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2 Perimeter Park South Suite 500 West, Birmingham, AL 35243
Mailing Address
Phone number
(800) 292-2411
Established
Firm type
Fiscal year end
# of Employees
233
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 14,988 |
| AUM (Assets Under Management) | $ 4,515,278,523 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 03/27/2025 | ||
| 02/27/2024 | ||
| 01/20/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
